Vault-13

FIRST TR EXCHNG TRADED FD VI FOCT

FT VEST US EQT · ETP · CUSIP 33740F664

85 institutional holders +34 vs Q3 2022
4,521,7034.5m shares reported held*
$149.1mreported value*
39 new 22 added 14 reduced 9 sold out net bought ≈ $81.2m (+2.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $32.97.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 51Q4 22: 8585Q3 22Q4 22
Numbers
QuarterHolders
Q3 202251
Q4 202285

Biggest buyers

3D/L Capital Management, LLC New +796,415+796.4k
HARBOUR INVESTMENTS, INC. Added +291,444+291.4k
COMMONWEALTH EQUITY SERVICES, LLC Added +192,660+192.7k
ENVESTNET ASSET MANAGEMENT INC Added +182,056+182.1k
OSAIC HOLDINGS, INC. Added +163,312+163.3k
ROYAL BANK OF CANADA New +158,193+158.2k
Raymond James Financial Services Advisors, Inc. Added +105,323+105.3k
AE Wealth Management LLC Added +85,228+85.2k
Cetera Investment Advisers New +84,339+84.3k
TRUIST FINANCIAL CORP New +69,171+69.2k

Biggest sellers

HighTower Advisors, LLC Sold out -162,115-162.1k
PRW Wealth Management LLC Sold out -60,583-60.6k
CreativeOne Wealth, LLC Sold out -33,012-33.0k
Kestra Advisory Services, LLC Reduced -31,124-31.1k
Marshall Financial Group, LLC Sold out -23,015-23.0k
B. Riley Wealth Advisors, Inc. Reduced -21,656-21.7k
Aurora Private Wealth, Inc. Sold out -16,472-16.5k
TRUSTCORE FINANCIAL SERVICES, LLC Reduced -14,130-14.1k
CITADEL ADVISORS LLC Reduced -13,129-13.1k
OLD MISSION CAPITAL LLC Reduced -13,074-13.1k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution +2.6 pts · filed 2026-10-27 74.6% +2.6 pts 16.6m≈ $870.5m 2026-10-27

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 3D/L Capital Management, LLC 7.07% of their portfolio Hartford, CT 796,415796.4k $26.3m $26.3m 7.07% New
2 Lifestyle Asset Management, Inc. 13.01% of their portfolio FRIENDSWOOD, TX 492,557492.6k $16.3m $16.3m 13.01% First filing
3 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 305,907305.9k $10.1m $10.1m 0.02% Added +192.7k +192,660
4 HARBOUR INVESTMENTS, INC. 0.60% of their portfolio MADISON, WI 298,797298.8k $9.9m $9.9m 0.60% Added +291.4k +291,444
5 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 227,402227.4k $7.5m $7.5m 0.02% Added +163.3k +163,312
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 201,930201.9k $6.7m $6.7m 0.00% Added +182.1k +182,056
7 AE Wealth Management LLC 0.04% of their portfolio TOPEKA, KS 175,784175.8k $5.8m $5.8m 0.04% Added +85.2k +85,228
8 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 158,193158.2k $5.2m $5.2m 0.00% New
9 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 129,494129.5k $4.3m $4.3m 0.01% Added +105.3k +105,323
10 SMART Wealth LLC 2.73% of their portfolio Omaha, NE 110,059110.1k $3.6m $3.6m 2.73% First filing
11 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 103,753103.8k $3.4m $3.4m 0.02% Added +64.7k +64,651
12 Keystone Wealth Services, LLC 1.28% of their portfolio PALM DESERT, CA 89,02789.0k $2.9m $2.9m 1.28% Added +56.5k +56,512
13 Valtinson Bruner Financial Planning LLC 1.74% of their portfolio NEW BRIGHTON, MN 88,97789.0k $3.0m $3.0m 1.74% Added +4.0k +3,954
14 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 84,33984.3k $2.8m $2.8m 0.03% New
15 IFP Advisors, Inc 0.06% of their portfolio TAMPA, FL 75,97776.0k $2.3m $2.3m 0.06% Reduced -3.9k -3,877
16 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 69,17169.2k $2.3m $2.3m 0.00% New
17 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 68,40568.4k $2.3m $2.3m 0.00% New
18 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.13% of their portfolio RICHMOND, VA 54,13654.1k $1.8m $1.8m 0.13% New
19 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 53,51853.5k $1.8m $1.8m 0.05% Added +650 +650
20 CWM, LLC 0.01% of their portfolio OMAHA, NE 50,28450.3k $1.7m $1.7m 0.01% Reduced -4.2k -4,212
21 Cetera Advisors LLC 0.03% of their portfolio DENVER, CO 47,87147.9k $1.6m $1.6m 0.03% Added +39.0k +39,002
22 STEPHENS INC /AR/ 0.03% of their portfolio LITTLE ROCK, AR 45,44545.4k $1.5m $1.5m 0.03% New
23 Archer Investment Corp 0.58% of their portfolio Carmel, IN 45,44545.4k $1.5m $1.5m 0.58% Added +4.7k +4,709
24 KESTRA PRIVATE WEALTH SERVICES, LLC 0.08% of their portfolio AUSTIN, TX 45,39845.4k $1.5m $1.5m 0.08% New
25 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 41,35841.4k $1.4m $1.4m 0.01% Reduced -31.1k -31,124
26 McKinley Carter Wealth Services, Inc. 0.11% of their portfolio WHEELING, WV 40,00640.0k $1.3m $1.3m 0.11% Added +15.6k +15,565
27 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 35,42535.4k $1.2m $1.2m 0.01% New
28 FSB PREMIER WEALTH MANAGEMENT, INC. 0.60% of their portfolio WATERLOO, IA 33,07433.1k $1.1m $1.1m 0.60% Added +16.5k +16,485
29 WOLFF WIESE MAGANA LLC 0.88% of their portfolio CARSLBAD, CA 30,95030.9k $1.0m $1.0m 0.88% New
30 MGO ONE SEVEN LLC 0.10% of their portfolio Beachwood, OH 30,81830.8k $1.0m $1.0m 0.10% New
31 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 28,32928.3k $935.1k $935.1k 0.04% Reduced -13.1k -13,074
32 Sterling Manor Financial, LLC 0.87% of their portfolio Saratoga Springs, NY 23,72423.7k $783.1k $783.1k 0.87% New
33 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 22,71022.7k $749.7k $749.7k 0.03% Added +7.7k +7,674
34 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 22,70022.7k $749.3k $749.3k 0.02% Reduced -21.7k -21,656
35 Pitti Group Wealth Management, LLC 0.79% of their portfolio VICTOR, NY 19,95720.0k $658.8k $658.8k 0.79% Added +10.3k +10,274
36 Tanglewood Legacy Advisors, LLC 0.43% of their portfolio HOUSTON, TX 18,42618.4k $608.2k $608.2k 0.43% First filing
37 Cedar Brook Financial Partners, LLC 0.16% of their portfolio CLEVELAND, OH 17,57717.6k $580.2k $580.2k 0.16% New
38 SeaCrest Wealth Management, LLC 0.08% of their portfolio PURCHASE, NY 16,02016.0k $528.8k $528.8k 0.08% New
39 Truadvice, LLC 0.28% of their portfolio SARASOTA, FL 15,74315.7k $537.3k $537.3k 0.28% Unchanged
40 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 15,05815.1k $497.1k $497.1k 0.01% New
41 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,97015.0k $494.0k $494.0k 0.00% New
42 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 14,94714.9k $493.0k $493.0k 0.01% Added +5.7k +5,678
43 Fragasso Financial Advisors Inc 0.05% of their portfolio SEWICKLEY, PA 12,17912.2k $402.0k $402.0k 0.05% Added +699 +699
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,13012.1k $400.4k $400.4k 0.00% Reduced -2.6k -2,611
45 Octavia Wealth Advisors, LLC 0.09% of their portfolio CINCINNATI, OH 11,66611.7k $385.1k $385.1k 0.09% New
46 Pinnacle Wealth Planning Services, Inc. 0.07% of their portfolio MANSFIELD, OH 11,64111.6k $384.3k $384.3k 0.07% New
47 DHJJ Financial Advisors, Ltd. 0.21% of their portfolio NAPERVILLE, IL 11,01011.0k $363.4k $363.4k 0.21% Added +3.6k +3,615
48 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 10,53510.5k $347.8k $347.8k 0.01% New
49 Capital Asset Advisory Services LLC 0.03% of their portfolio Williamston, MI 9,6259.6k $317.7k $317.7k 0.03% New
50 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,6139.6k $317.0k $317.0k 0.00% Reduced -111 -111
51 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 9,1089.1k $300.7k $300.7k 0.02% Reduced -50 -50
52 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 8,9008.9k $293.8k $293.8k 0.01% New
53 Gallagher Benefit Services, Inc. 0.06% of their portfolio ROLLING MEADOWS, IL 8,7178.7k $287.7k $287.7k 0.06% First filing
54 F3Logic, LLC 0.06% of their portfolio BURNSVILLE, MN 8,7178.7k $287.7k $287.7k 0.06% New
55 IAMS WEALTH MANAGEMENT, LLC 0.29% of their portfolio OMAHA, NE 8,5968.6k $283.8k $283.8k 0.29% First filing
56 Integrity Financial Corp /WA 0.27% of their portfolio JACKSON, WY 8,4068.4k $277.5k $277.5k 0.27% Added +6.0k +5,965
57 Pallas Capital Advisors LLC 0.03% of their portfolio BRAINTREE, MA 8,2508.2k $280.7k $280.7k 0.03% Reduced -5.5k -5,500
58 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio BIRMINGHAM, AL 7,7387.7k $255.4k $255.4k 0.02% Added +7.7k +7,738
59 WealthTrust Asset Management, LLC 0.24% of their portfolio Destin, FL 7,6727.7k $253.3k $253.3k 0.24% New
60 1ST SOURCE BANK 0.02% of their portfolio SOUTH BEND, IN 7,2487.2k $239.3k $239.3k 0.02% Unchanged
61 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 7,1847.2k $237.1k $237.1k 0.00% New
62 TRUSTCORE FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 7,0907.1k $234.0k $234.0k 0.02% Reduced -14.1k -14,130
63 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 7,0847.1k $248.7k $248.7k 0.01% Reduced -580 -580
64 WMG Financial Advisors, LLC 0.20% of their portfolio Knoxville, TN 6,9567.0k $229.6k $229.6k 0.20% Reduced -1.0k -1,000
65 Glen Eagle Advisors, LLC 0.06% of their portfolio KINGSTON, NJ 6,7306.7k $222.2k $222.2k 0.06% New
66 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,5986.6k $217.8k $217.8k 0.00% Reduced -13.1k -13,129
67 ARBOR CAPITAL MANAGEMENT INC /ADV 0.19% of their portfolio ANCHORAGE, AK 6,3766.4k $209.5k $209.5k 0.19% New
68 THOROUGHBRED FINANCIAL SERVICES, LLC 0.03% of their portfolio BRENTWOOD, TN 6,2286.2k $205.0k $205.0k 0.03% New
69 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 6,1976.2k $204.6k $204.6k 0.02% New
70 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 3,8293.8k $76.9k $76.9k 0.00% New
71 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 3,8013.8k $125.0k $125.0k 0.01% New
72 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.04% of their portfolio BLUE BELL, PA 3,5473.5k $117.1k $117.1k 0.04% Added +2.3k +2,339
73 SOA Wealth Advisors, LLC. 0.03% of their portfolio NEW YORK, NY 3,1893.2k $105.3k $105.3k 0.03% New
74 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 2,8202.8k $93.0k $93.0k 0.01% New
75 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 2,5452.5k $84.0k $84.0k 0.01% Reduced -341 -341
76 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 2,3272.3k $76.8k $76.8k 0.01% Not comparable
77 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 1,6251.6k $53.6k $53.6k 0.00% New
78 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,6001.6k $52.8k $52.8k 0.00% Unchanged
79 AlphaMark Advisors, LLC 0.02% of their portfolio FT. WRIGHT, KY 1,3001.3k $43.0k $43.0k 0.02% Unchanged
80 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,0211.0k $34.0k $34.0k 0.00% New
81 MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio PALM BEACH GARDENS, FL 706706 $23.3k $23.3k 0.00% New
82 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 630630 $20.8k $20.8k 0.00% New
83 Tradition Wealth Management, LLC 0.00% of their portfolio EDINA, MN 304304 $10.0k $10.0k 0.00% New
84 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 139139 $4.6k $4.6k 0.00% New
85 Accel Wealth Management 0.00% of their portfolio WAVERLY, IA 5050 $1.7k $1.7k 0.00% New